See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,311 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $21,606 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,731 | $87,870-5.8% | $113,168-26.9% | $74,304+11.3% |
| Participation rate | 94.8% | 70.7%+24.1pp | 76.6%+18.2pp | 60.3%+34.5pp |
| Annual return | 17.74% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $5,108 | $2,277+124.3% | $2,975+71.7% | $2,241+127.9% |
| Participant deferral / active EE | $3,637 | $4,241-14.2% | $5,107-28.8% | $3,767-3.4% |
| Admin fee / account holder | $390 | $3,368-88.4% | $12,068-96.8% | $2,969-86.9% |